WEALTH MANAGEMENT SOLUTIONS

You earned it. We'll help grow and protect it.

Consider us a key asset.

When it comes to growing your wealth, one of the most important decisions you can make is choosing a team of advisors you can trust. Our local wealth advisors can help grow and manage your wealth successfully by asking the right questions about your current investments and your future plans, and by offering objective guidance and transparency—on your terms.

Whether your needs are great or small, business or professional, comprehensive or singular, we'll work alongside you to help achieve your goals. It's a partnership bound to pay dividends, in more ways than one.

Wealth Strategies & Financial Planning

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Why use Heritage for your wealth management?

Custom solutions

Because your life and wealth goals are unique, we offer products and solutions tailored to your specific needs.

History of success

There's a reason Heritage is still thriving after 90 years. We offer the depth of knowledge to be competitive in any market-in any era.

Locally focused

Headquartered right here in Olympia, we're committed to helping you build your dreams (and heritage) in your own community.

*Investment products are not obligations of, guaranteed by any bank including Heritage Bank or any Heritage Bank affiliate, nor are they insured by the Federal Deposit Insurance Corporation, the Federal Reserve, or any other agency. An investment in such products involves investment risk, including possible loss of principal.